HDFC Business Cycle Fund - Growth Option

Fund House: HDFC Mutual Fund
Category: Equity: Thematic-Business-Cycle
Launch Date: 05-11-2022
Asset Class:
Benchmark: NIFTY 500 TRI
TER: 1.98% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,954.61 Cr As on 30-06-2025(Source:AMFI)
Turn over: 30.76% | Exit Load: In respect of each purchase/switch-in of units, an Exit Load of 1.00% is payable if Units are redeemed/switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed/ switched-out after 1 year from the date of allotment. In respect of Systematic Transactions such as SIP, Flex SIP, STP, Flex STP, Swing STP, Exit Load, if any, prevailing on the date of registration / enrolment shall be levied.

14.422

14.54%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To provide long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles.There is no assurance that the investment objective of the Scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC Business Cycle Fund - Growth Option 05-11-2022 1.14 13.93 - - -
ICICI Prudential Business Cycle Fund Growth 05-01-2021 6.23 22.53 21.9 - -
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 5.55 19.08 - - -
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 5.31 - - - -
HSBC Business Cycles Fund - Regular Growth 20-08-2014 3.18 22.34 21.47 25.38 12.47
Axis Business Cycles Fund - Regular Plan - Growth 05-02-2023 1.38 17.67 - - -
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 06-12-2021 -0.81 13.85 13.05 - -
Union Business Cycle Fund - Regular Plan - Growth Option 05-03-2024 -4.25 - - - -
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 15-09-2021 -4.69 16.07 15.5 - -
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 11-09-2023 -5.28 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

24.48%

Others

5.14%

Large Cap

49.49%

Mid Cap

20.89%

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